COMP <GO>
RLI vs HSBC // RETURN ON INVESTED CAPITAL (ROIC)
RLI Corp. Common Stock (DE) (NYSE) VS. HSBC Holdings plc. (NYSE) • 15-METRIC TALLY: RLI 10
— HSBC 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: RLI
LAST: $65.23 (+0.94%) • MKT CAP: $5.93B
roic
13.50%
LAST: $85.42 (-1.36%) • MKT CAP: $297.33B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RLI VS. HSBC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RLI | HSBC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.50% | 9.90% | +3.60 | RLI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.2x | 21.0x | -6.80 | RLI | /valuation <GO> |
| Free Cash Flow Yield | 10.27% | 2.21% | +8.06 | RLI | /fcf-yield <GO> |
| Operating Margin | 26.10% | 13.90% | +12.20 | RLI | /operating-margins <GO> |
| Net Profit Margin | 21.40% | 10.90% | +10.50 | RLI | /net-margins <GO> |
| Revenue Growth (YoY) | 6.30% | 23.10% | -16.80 | HSBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.08% | 0.00% | +4.08 | RLI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.98 | 3.74 | -1.76 | HSBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | RLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 6.60% | +0.70 | HSBC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.3 | 25.0 | +41.28 | RLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 0.92 | +0.21 | RLI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.7x | 27.6x | -13.90 | RLI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.93B | $297.33B | -$291.40B | HSBC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RLI REV | HSBC REV | RLI GROSS % | HSBC GROSS % | RLI FCF | HSBC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.88B | — | 44.0% | — | $608.7M | — |
| FY 2024 | $1.77B | — | 44.0% | — | $555.5M | — |
| FY 2023 | $1.51B | — | 44.0% | — | $396.2M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RLI // BETA 1.13
HSBC // BETA 0.92